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OFC Financial Planning’s Citigroup C Stock Holding History

OFC Financial Planning’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$693K Hold
8,136
– – 0.74% 34
2025
Q1 		$578K Hold
8,136
– – 0.65% 36
2024
Q4 		$573K Buy
+8,136
New +$573K 0.6% 39